A new hire asked for advice on how to effectively ramp on his coverage. I suggested the following:
- Read the 10-K / 10-Q before listening to the earnings call
- Prioritize listening to earnings calls rather than just reading transcripts (at least when starting out)
- Consult the internal database to see what our current view is on the issuer and why
- Read prior earnings notes
- Take advantage of sell side research
- Consume sector-specific news outside of work
- Come up with questions for management, even if you do not yet feel comfortable asking them
Anyone else have recommendations? Thank you.
IOCs single most helpful resource IMO
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